Freedom Financial & Business Planning, LLC

Overview

Freedom Financial & Business Planning, LLC is an independent, individually owned registered investment adviser operating as an LLC that focuses on financial planning and portfolio management for individuals, families and small businesses. Its client-facing practice combines percentage‑of‑AUM billing with hourly and fixed‑fee engagements, reflecting a mix of ongoing investment management and standalone planning work. The firm does not identify as an active ESG investor, is not designated as a multi‑state adviser, and does not function as a capital allocator or pension consultant. Advisory activity centers on comprehensive financial planning and discretionary/non‑discretionary portfolio management for private clients. The firm’s model appears oriented toward personal wealth management rather than institutional or large-scale fund management.

Assets & Accounts

Investments & Alternatives